Fortis Group Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Fortis Group Advisors’s Portfolio CHY Stock Details CHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.81K	Hold	500	–	–	﹤0.01%	425
2026 Q1	$5.45K	Hold	500	–	–	﹤0.01%	435
2025 Q4	$5.66K	Hold	500	–	–	﹤0.01%	423
2025 Q3	$5.61K	Hold	500	–	–	﹤0.01%	386
2025 Q2	$5.5K	Hold	500	–	–	﹤0.01%	380
2025 Q1	$5.05K	Hold	500	–	–	﹤0.01%	353
2024 Q4	$6.07K	Hold	500	–	–	﹤0.01%	348
2024 Q3	$5.96K	Hold	500	–	–	﹤0.01%	345
2024 Q2	$5.58K	Hold	500	–	–	﹤0.01%	343
2024 Q1	$5.91K	Sell	500 -500	-50%	-$5.89K	﹤0.01%	359
2023 Q4	$11.5K	Buy	1,000 +500	+100%	+$5.66K	﹤0.01%	283
2023 Q3	$5.58K	Buy	+500	New	+$5.63K	﹤0.01%	279
2020 Q3	$5K	Buy	+500	New	+$5.94K	﹤0.01%	334

Other funds holding CHY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fortis Group Advisors's CHY Position: Q2 2026 in Review

Fortis Group Advisors held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 500 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Fortis Group Advisors first reported a position in CHY in Q3 2020 and has held it in 13 quarters since. The position peaked at $11.5K in Q4 2023. 135 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Fortis Group Advisors held 500 shares of Calamos Convertible and High Income Fund worth $6.81K as of Q2 2026.
Fortis Group Advisors left its Calamos Convertible and High Income Fund share count unchanged in Q2 2026.
Calamos Convertible and High Income Fund made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #425 holding.
Fortis Group Advisors first reported a position in Calamos Convertible and High Income Fund in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Calamos Convertible and High Income Fund position peaked at $11.5K in Q4 2023.
135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.